Description Growing boutique firm is seeking a Trusts & Estates Legal Secretary to their team in San Francisco, California. This role is primarily involved in the field of estate planning and will require the individual to have a keen eye for detail and exceptional organization skills. The Legal Secretary will be responsible for assisting in drafting and editing estate planning documents, managing databases, and carrying out various administrative tasks. Responsibilities: • Assist in the preparation and editing of estate planning documents, such as trusts, wills, powers of attorney, and advance health care directives. • Coordinate and execute administrative tasks for client projects, including mailing, filing, and database management. • Support in drafting trust administration documents, including checklists, certifications of trust, beneficiary releases and agreements, court petitions, and asset inventories. • Oversee the filing of federal tax documents and probate court documents. • Assist in the preparation of real property transfer documents, including deeds, preliminary changes of ownership, and transfer tax affidavits. • Aid in the collection, valuation, and distribution of assets as directed by the executor/trustee. • Contribute to legal research and the preparation of client memos and correspondence. • Assist in client estate planning signing appointments and provide notary services. • Coordinate with records and conflicts departments in the opening and closing of matters. • Manage the database of all relevant documents and carry out routine document filing. • Prepare physical and electronic estate planning and transaction binders for clients. Requirements • Applicants must possess strong skills in Estate Planning, as this is a significant aspect of the role. • Candidates must be a Notary Public, or have the ability to quickly become certified, to meet the needs of our clients. • A proficiency in managing Time Entries is crucial for maintaining organization and efficiency within our firm. • Experience in Probate & Estate Administration is necessary to navigate the complex legal matters our clients face. • Proofreading skills are essential, as all legal documents need to be accurate and free from errors. • Knowledge of Trusts and Estates is mandatory, as this is a cornerstone of our firm's work. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .